Choose the right Defined Risk Strategy solution for your clients.

Market risk is too big a threat to be dealt with passively.

So we hedge it.

Distinctly Always Invested, Always Hedged, the Defined Risk Strategy (DRS) seeks to produce consistent long-term rolling returns by mitigating market risk and taking advantage of full market cycles. 

Available in a range of investment structures, you can choose the solution that best aligns with your client's account size, investment objective, and risk profile.

If you believe that market risk is the biggest threat your clients face, we want to talk to you. 

Swan Global Investments

Since 1997, Swan Global Investments is committed to provide risk management solutions and options-based strategies that accommodate different investor risk tolerances and investment objectives. 

Our suite of hedged equity solutions seeks to reduce uncertainty and losses that come with equity investing.

Request a meeting with our Investment Consultants to learn more.